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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-31 |
| PA | RA | APPROVED | 2012-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Somerset | PA | 01/2012 | Present |
1. 10/3/2012: DBA ONLY - BOYER FINANCIAL PLANNING - SOMERSET, PA. 2. 11/13/2013: REAL ESTATE RENTAL - B&M REALITY PROPERTIES - WE WILL OWN A LAUNDRY MAT, SINGLE APARTMENT AND A DUPLEX. TOTAL OF 2 RENTAL PROPERTIES AND A BUSINESS. NO RENTERS ARE CUSTOMERS. - 5% OF TIME SPENT. 3. 9/17/2018 - No Business Name - Not Investment Related - Home Based - Other-business owner - Beach Body Coach - Started 09/01/2018 - 1 Hours Per Month/0 Hours During Securities - Assist friend who trains members that purchase fitness packs. 4. 09/28/2023 - Somerset Country Club - For-Profit Board Member - Not Investment Related - Somerset Country Club: 416 Plank Rd, Somerset, PA 15501 - Start Date 08/01/2023 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-25 |
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